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Disclosery

Whalen Wealth Management Inc.: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on TSLA, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 2,823 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,823 shares
    Change vs previous 13F -424 shares

    0.43% of the 13F portfolio, value $1,001,798.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,247 shares
    Change vs previous 13F +127 shares

    0.61% of the 13F portfolio, value $1,365,647.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,120 shares
    Change vs previous 13F +321 shares

    0.62% of the 13F portfolio, value $1,160,031.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,799 shares
    Change vs previous 13F +1,577 shares

    0.68% of the 13F portfolio, value $1,258,624.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,222 shares
    Change vs previous 13F -3,103 shares

    0.32% of the 13F portfolio, value $543,498.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,325 shares
    Change vs previous 13F +1,639 shares

    0.86% of the 13F portfolio, value $1,373,879.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,686 shares
    Change vs previous 13F +145 shares

    0.46% of the 13F portfolio, value $696,104.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,541 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,026,157.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).